how can i insert certain fields into the email of an automation
Hi everyone,
I would like to automatically send an email as soon as the status of a task changes to a certain status. That works so far.
Now I would like certain information to be displayed in the message field of the email.
The description says “Use square brackets around a field name so that the element details are automatically included in the message.”
In the email sent, the placeholder text in the brackets, for example [status] or [due date], is not replaced by values. What am I doing wrong?
I would also like to know whether I can add my own user-defined fields to the email. For example [order number].
Thanks in advance!
Hello,
I used this automation, and it worked well for me. It’s also possible to click on the suggested fields, and it will add them to the text. Regarding the custom fields, I looked for information on how to use them, and I believe it's not possible to add them for now.
Thank you,
Felipe
Yes, status and item name work, but importance, author and description do not for me. Help would be appreciated.
Rohan V Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Rohan V Wrike Team member Become a Wrike expert with Wrike Discover
It's a pretty big bummer that we can't include any custom fields in the automated messages. We were able to do this in smartsheet and it saved us a lot of time.
Hi Caitlin Freeman, welcome to the forums 👋
Thanks for your feedback! I moved this thread to our Product Feedback forum, so that everyone can upvote this idea 👍
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover
Why can't we include custom fields? The description also does not work. Please add.
Thank you for your feedback, James Hoggard, and welcome to the Wrike Community! Please upvote the idea if you haven’t already. You can find more information about how our product feedback forum works here. 👍🏽
Basudha Sakshyarika Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Basudha Sakshyarika Wrike Team member Become a Wrike expert with Wrike Discover